The Realized Team’s Picks
The Execution Risk Associated With 1031 Exchanges
Savvy investors know that a 1031 exchange can help boost potential cash flow and manage investor’s tax liability by deferring capital gains and other taxes on the sale of investment real estate and acquisition of replacement assets.
The Upsides And Downsides Of REITS Versus Partnerships
Finding a viable Qualified Opportunity Zone (QOZ) and Qualified Opportunity Fund (QOF) in which to invest your capital gains requires a great deal of thought, consideration, and research. Certainly, the tax deferral benefit is great, but you also need to consider the investment’s underlying real estate project, as well as the fund’s actual framework.
What Is Risk Adjusted Return On Capital And How Do You Calculate it?
We have said this often enough, but it bears repeating.
The Rise In Phishing Attacks And What It Means For The Real Estate Industry
Anna, an administrative assistant with a real estate investment company, found herself working remotely from home, due to her company’s COVID-19 office shutdown. Supplied with a company-issued laptop and password access to her company’s IT system, Anna continued working on her everyday tasks, which ranged from reviewing paperwork and forms, to keeping track of the company’s various active and passive real estate investments.
Understanding The Structures Of Qualified Opportunity Funds
Here is the big picture of the Qualified Opportunity Zone program, broken into three parts.
Protecting Senior Investors: What is a Trusted Contact?
In February of 2018, the Financial Industry Regulatory Authority (FINRA) adopted a new rule regarding the financial exploitation of specified adults. Rule 4512 requires brokerage firms to ask their clients to provide the name and contact information for a trusted contact person. A trusted contact is someone that you allow your brokerage to contact in certain circumstances such as possible financial exploitation, fraud, or if your broker-dealer cannot reach you.
What Is Depreciation Recapture And How To Avoid It?
Real estate can provide investors with value from multiple sources. Well-positioned properties can strive to provide consistent cash flow from operations, in addition to appreciation in the property’s intrinsic value. And, if you are a real estate investor, you could access this property value appreciation, either via a sale of the asset or a refinance of debt obligations.
The Components Of A Qualified Opportunity Zone Deal
If you’ve read any of our previous blogs about the Qualified Opportunity Zone (QOZ) program, you should have come away with the following:
Best Ways To Invest In Real Estate
Investing in real estate can be a great long-term investment strategy. It adds diversification to any portfolio and provides an opportunity to own a tangible asset. But if you are going to invest in real estate, is there a suitable way?
What Should My Asset Allocation Be In Retirement?
In retirement, your portfolio allocation will depend on your goals. Maybe you want income or perhaps you want growth for your heirs. Both require different portfolio allocations. Those looking for income should consider managing exposure to risky assets. Otherwise, that income can be threatened by swings in the portfolio’s value. While just the opposite may be true for investors with a growth objective. In this article, we’ll look at what to consider when deciding on a portfolio allocation strategy for retirement.
